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What are the steps to add or link records from Social's Facebook?

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Follow these steps to add or link contacts:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials > Conversations.
  4. Select Social. You will land on the Social module.
  5. Click Facebook under Posts on the left-hand side.
  6. Click the Actions icon (three dots) under a post in the All Posts, Mentions, or Comments section.
  7. Linking an existing contact or lead:
    1. Click Select Contact or Select Lead.
    2. Select a contact/lead record by clicking on it.
      • The next time you click the Actions icon on the comment or post from Social, you will see the View Contact option. By clicking it, you can view the contact record.
  8. Adding a contact or lead:
    1. Click Add Contact or Add Lead.
    2. Enter the desired contact/lead information. Make sure to fill in all the mandatory fields.
    3. Click Save.
      • You will find the contact or lead that you create in the Contacts or Leads module.
  9. Adding a case:
    1. Click Add Case.
    2. Enter the desired case information. The fields below are auto-filled:
      • Case Title is picked from the Facebook user profile name.
      • Summary is picked from the comment or post text.
    3. Click Save.
To know more about Social click here.
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